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Trustonst

Trust Administrator

Greenville, North Carolina

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hirly's read of this role

Seniority
Mid level
Country
US
Work mode
On-site / unstated
First seen by hirly
29 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

  • SUMMARY
  • The Trust Administrator performs a wide variety of administrative support tasks in support of
  • Trust Officers and Senior Trust Advisors.
  • ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be
  • assigned.
  • Primary Duties and Responsibilities:
  • Perform Administrative Support for the Lexington Old North State Trust, LLC. Team
  •  Fully responsible for opening, maintaining, and closing accounts as assigned, including: Creating
  • file folders, gathering new account documentation, and ensuring all documentation has been
  • completed appropriately.
  •  Verifies receipt of assets and cost basis information for new accounts.
  •  Interacts daily on the phone and in person with prospective and existing clients including handling
  • basic inquiries and directing calls and individuals to the proper team member.
  •  Schedules appointments; maintains calendars and schedules, and coordinates meetings, events,
  • and/or travel arrangements, as required.
  •  Notifies Investment Operations for placing trades on directed accounts as requested
  •  Coordinate incoming/outgoing transfers with Operations
  •  Sets up Unique Assets per policy.
  •  Posts receipts and incoming cash as needed. Makes deposits for checks/payments received.
  •  Prepares/completes distributions as needed.
  •  Verifies available funds for disbursing. Coordinates with Investment Manager and Trust Officer
  • when needed.
  •  Receives cross-training in Operations and assists with other areas of the company as needed.
  •  Prepares letters, forms, and spreadsheets to assist with servicing clients and prospecting for new
  • clients.
  •  Processes and follows up on authorizations for proper maintenance of accounts.
  •  Maintains records and files including filing and scanning.
  •  Verifies RMDs have been completed.
  •  Monitors tax notices, and reporting
  •  Responds to IRS letters as needed.
  •  Tracks Discretionary Actions for Assigned Trust Officer(s)
  •  Gathers, tracks and prepares necessary reporting for assigned Trust Officer(s) to the Trust
  • Administrative Committee.
  • QUALIFICATIONS
  • To perform this job successfully, an individual must be able to perform each essential duty
  • satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
  • ability required. Reasonable accommodations may be made to enable individuals with
  • disabilities to perform the essential functions.
  •  Ability to operate standard office equipment such PCs, scanners and copiers.
  •  Proficiency with MSOffice products
  •  Ability to manage multiple tasks with changing priorities and deadlines in a fast-paced
  • environment with multiple interruptions
  •  Ability to analyze, research account information and solve problems
  •  Ability to create and edit correspondence and documentation.
  •  Ability to present a pleasant phone demeanor
  •  Has demonstrated success working effectively with teams
  • PHYSICAL DEMANDS
  • The physical demands described here are representative of those that must be met by an
  • employee to successfully perform the essential functions of this job. Reasonable
  • accommodations may be made to enable individuals with disabilities to perform the essential
  • functions.
  •  Ability to hear and communicate verbally
  •  Ability to see and read printed materials and computer monitors
  •  Manual dexterity to operate a keyboard
  •  Ability to sit for long periods
  • WORK ENVIRONMENT
  •  This position primarily works in a temperature controlled office environment.
  •  The noise level is low. Hearing protection is typically not required.
  • WORK HOURS
  •  The work hours for this position vary.
  •  Overtime and weekend work may be required during busy periods.
  • DRESS CODE
  •  Business casual attire appropriate for a business setting
Original posting on Trustonst's site ↗

Listed on hirly, a job board. hirly is not the employer: Trustonst is hiring for this role.

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